Confirmation.com - How do I balance my prior year Trial Balance, after performing a year end close?

BOOK TODAY to register for the Confirmation Orientation Webinar - Essentials for New Users

Please note that the Confirmation Team will be unavailable on 15 August (Friday) due to Internal Training.

FAQ

How do I balance my prior year Trial Balance, after performing a year end close?

Published:  23/04/2018
How do I balance my prior year Trial Balance, after performing a year end close?

  Answer:

This is caused when the current active period in the new year's file is not consistent with the prior year file. To correct this, follow the steps below:

  1. Click on Engagement | Properties
  2. Select the tab for Reporting Dates
  3. On the bottom right of the Reporting Dates dialogue, ensure that you Current Active Period is set to be the same as it was in the prior year file.
 
Rate this article: 
  (Popularity = 7/100, Rating = 0.0/5)

   Related Articles

How to import the trial balance from MS Excel to Caseware? Principles of mapping the trial balance Getting Started | Mapping the trial balance Audit International | 08 Map the Trial Balance view all...


   Search Results

How do I update my User Profile? User Profile for Bank Users Set Up Changing User Settings How do I change my default confirmation currency? Roll Forward of a Client Profile view all...



Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Copyright © 2025 | All Rights Reserved